Skip to main content

Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by Defined Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
762
Value
$581.5K
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of CRWD by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026762$581.5K0.3%−28−3.5%ReducedHolders
Q1 2026790$308.4K0.2%+15+1.9%AddedHolders
Q4 2025775$363.3K0.2%+4+0.5%AddedHolders
Q3 2025771$378.1K0.2%+5+0.7%AddedHolders
Q2 2025766$390.1K0.2%−13−1.7%ReducedHolders
Q1 2025779$274.7K0.2%+3+0.4%AddedHolders
Q4 2024776$265.5K0.2%+6+0.8%AddedHolders
Q3 2024770$216.0K0.1%+4+0.5%AddedHolders
Q2 2024766$293.5K0.2%+3+0.4%AddedHolders
Q1 2024763$244.6K0.2%+763NewHolders